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Rancho Bernardo Rotary Club Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$163k (2024)

Expenses
$140k (2024)

Total Assets
$795k (2024)

Total Liabilities
$60.9k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$163,265
Expenses
$139,501
Net Income
$23,764
Net Assets
$733,975
Notable Sources of Revenue Percent of Total Revenue
Contributions $171,727
> 100%
Program Services $0
Investment Income $13,743
8.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$27,773
Sales of Assets $5,001
3.1%
Net Inventory Sales $567
0.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $794,846
Total Liabilities $60,871
Net Assets $733,975
Compensation
Key Employees and Officers Compensation Related Other
Judy Lutticken (Trustee) $0 $0 $0
John O'neill (Vice President) $0 $0 $0
William Brehm (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
Athenea Luciano (President) $0 $0 $0
Alan Turner (Trustee) $0 $0 $0
Benita Page (Trustee) $0 $0 $0
Jim Reid (Trustee) $0 $0 $0
Frank De Francesc0 (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$175,252
Expenses
$104,792
Net Income
$70,460
Net Assets
$624,855
Notable Sources of Revenue Percent of Total Revenue
Contributions $142,298
81.2%
Program Services $0
Investment Income $10,503
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $11,387
6.5%
Sales of Assets $10,127
5.8%
Net Inventory Sales $937
0.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $664,245
Total Liabilities $39,390
Net Assets $624,855
Compensation
Key Employees and Officers Compensation Related Other
Judy Lutticken (Trustee) $0 $0 $0
John O'neill (Vice President) $0 $0 $0
William Brehm (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
Athenea Luciano (President) $0 $0 $0
Sandie Dewane (Trustee) $0 $0 $0
Alan Turner (Trustee) $0 $0 $0
Benita Page (Trustee) $0 $0 $0
Terry Heck (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,250
Expenses
$102,837
Net Income
-$17,587
Net Assets
$506,807
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,907
79.7%
Program Services $0
Investment Income $14,661
17.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $521
0.6%
Net Inventory Sales $2,128
2.5%
Other Revenue $33
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $562,660
Total Liabilities $55,853
Net Assets $506,807
Compensation
Key Employees and Officers Compensation Related Other
David King (Trustee) $0 $0 $0
Judy Lutticken (Trustee) $0 $0 $0
John O'neill (Vice President) $0 $0 $0
William Brehm (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
Athenea Luciano (Trustee) $0 $0 $0
Sandie Dewane (Trustee) $0 $0 $0
Patrick Chaffee (Trustee) $0 $0 $0
Michael Fuqua (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$125,741
Expenses
$126,368
Net Income
-$627
Net Assets
$656,205
Notable Sources of Revenue Percent of Total Revenue
Contributions $108,698
86.4%
Program Services $0
Investment Income $10,811
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,822
3.0%
Net Inventory Sales $2,410
1.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $716,845
Total Liabilities $60,640
Net Assets $656,205
Compensation
Key Employees and Officers Compensation Related Other
David King (Trustee) $0 $0 $0
Judy Lutticken (Trustee) $0 $0 $0
John O'neill (Vice President) $0 $0 $0
Charles Westbrook (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
Alex Robertson (Trustee) $0 $0 $0
Philip Warner (Trustee) $0 $0 $0
Benita Page (Trustee) $0 $0 $0
Sandie Dewane (Trustee) $0 $0 $0
Patrick Chaffee (Trustee) $0 $0 $0
Michael Fuqua (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$116,770
Expenses
$99,293
Net Income
$17,477
Net Assets
$536,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,827
37.5%
Program Services $0
Investment Income $10,381
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,631
14.2%
Sales of Assets $44,579
38.2%
Net Inventory Sales $1,352
1.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $576,236
Total Liabilities $39,475
Net Assets $536,761
Compensation
Key Employees and Officers Compensation Related Other
David King (Trustee) $0 $0 $0
Judy Lutticken (Trustee) $0 $0 $0
John O'neill (Vice President) $0 $0 $0
Charles Westbrook (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
Alex Robertson (Trustee) $0 $0 $0
Philip Warner (Trustee) $0 $0 $0
Benita Page (Trustee) $0 $0 $0
Don Glover (President) $0 $0 $0
Patrick Chaffee (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,196
Expenses
$52,564
Net Income
$17,632
Net Assets
$505,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,136
72.8%
Program Services $0
Investment Income $8,919
12.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,074
12.9%
Net Inventory Sales $1,067
1.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $530,133
Total Liabilities $24,308
Net Assets $505,825
Compensation
Key Employees and Officers Compensation Related Other
David King (Trustee) $0 $0 $0
Judy Lutticken (Trustee) $0 $0 $0
John O'neill (Vice President) $0 $0 $0
Douglas Dawson (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
Michael Fuqua (Trustee) $0 $0 $0
Troy Daum (Trustee) $0 $0 $0
Gary Saks (Trustee) $0 $0 $0
Don Glover (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,672
Expenses
$70,835
Net Income
-$34,163
Net Assets
$463,292
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,595
61.6%
Program Services $0
Investment Income $12,500
34.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $435
1.2%
Net Inventory Sales $1,142
3.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $530,528
Total Liabilities $67,236
Net Assets $463,292
Compensation
Key Employees and Officers Compensation Related Other
John Kasser (President) $0 $0 $0
Judy Lutticken (Trustee) $0 $0 $0
John O'neill (Trustee) $0 $0 $0
Douglas Dawson (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
Michael Fuqua (Trustee) $0 $0 $0
Shirley Napierala (Trustee) $0 $0 $0
Maguy Feghali (Trustee) $0 $0 $0
Don Glover (Vice President) $0 $0 $0
Benita Page (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,309
Expenses
$58,206
Net Income
$31,103
Net Assets
$466,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,843
25.6%
Program Services $0
Investment Income $9,770
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,696
63.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $525,212
Total Liabilities $58,320
Net Assets $466,892
Compensation
Key Employees and Officers Compensation Related Other
John Kasser (Vice President) $0 $0 $0
Karen Stelman (Trustee) $0 $0 $0
John O'neill (Trustee) $0 $0 $0
R A Vaughn (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
Robert Barr (Trustee) $0 $0 $0
Scott Robertson (Trustee) $0 $0 $0
Maguy Feghali (Trustee) $0 $0 $0
Don Glover (Trustee) $0 $0 $0
Benita Page (Trustee) $0 $0 $0
Gary Saks (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,897
Expenses
$51,552
Net Income
-$15,655
Net Assets
$433,113
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,393
59.6%
Program Services $0
Investment Income $12,542
34.9%
Net Fundraising $11,147
31.1%
Sales of Assets -$9,185
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $485,222
Total Liabilities $52,109
Net Assets $433,113
Compensation
Key Employees and Officers Compensation Other
James Kaspar (Trustee) $0 $0
Karen Stelman (Trustee) $0 $0
James Sommer (Vice President) $0 $0
Frances Blair (Trustee) $0 $0
Charles Crew (Secretary Treas) $0 $0
John Goodrich (Trustee) $0 $0
Arilla St Laurent (Trustee) $0 $0
Maguy Feghali (Trustee) $0 $0
Gary Saks (President) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,752
Expenses
$59,852
Net Income
$22,900
Net Assets
$453,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,210
23.2%
Program Services $0
Investment Income $14,820
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$4,034
Sales of Assets $52,652
63.6%
Net Inventory Sales $0
Other Revenue $1
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $513,344
Total Liabilities $59,543
Net Assets $453,801
Compensation
Key Employees and Officers Compensation Related Other
Benita Page (President) $0 $0 $0
Karen Stelman (Trustee) $0 $0 $0
James Sommer (Trustee) $0 $0 $0
Frances Blair (Trustee) $0 $0 $0
Charles Crew (Secretary Treas) $0 $0 $0
John Goodrich (Trustee) $0 $0 $0
Jim Hyldahl (Vice President) $0 $0 $0
Gayla Williams (Trustee) $0 $0 $0
Gary Saks (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,090
Expenses
$68,617
Net Income
-$24,527
Net Assets
$511,669
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,911
58.8%
Program Services $0
Investment Income $12,574
28.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,213
2.8%
Sales of Assets $4,164
9.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $573,035
Total Liabilities $61,366
Net Assets $511,669
Compensation
Key Employees and Officers Compensation Related Other
Benita Page (Trustee) $0 $0 $0
Tom Giles (President) $0 $0 $0
Richard Bramble (Trustee) $0 $0 $0
Frances Blair (Trustee) $0 $0 $0
Charley Crew (Secretary Treas) $0 $0 $0
John Goodrich (Trustee) $0 $0 $0
Kathleen Smith (Trustee) $0 $0 $0
Jim Hyldahl (Vice President) $0 $0 $0
Gayla Williams (Trustee) $0 $0 $0
Gary Saks (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,134
Expenses
$64,557
Net Income
-$1,423
Net Assets
$477,646
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,570
40.5%
Program Services $0
Investment Income $12,042
19.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,198
19.3%
Sales of Assets $13,324
21.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $536,836
Total Liabilities $59,190
Net Assets $477,646

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,174
Expenses
$38,305
Net Income
-$2,131
Net Assets
$472,456
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,682
46.1%
Program Services $0
Investment Income $18,105
50.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,290
11.9%
Sales of Assets -$4,652
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $530,497
Total Liabilities $58,041
Net Assets $472,456

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,765
Expenses
$67,289
Net Income
-$20,524
Net Assets
$490,753
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,689
61.3%
Program Services $7,180
15.4%
Investment Income $15,433
33.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,780
3.8%
Sales of Assets -$7,796
Net Inventory Sales $0
Other Revenue $2
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $567,991
Total Liabilities $77,238
Net Assets $490,753

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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